Love the stock market. Look for shorts and longs that are both mispriced and ripe for moving. I've been investing in the stock market for over ten years, primarily on the hedge fund side. I've worked in private equity and like to think about the market, the economy, and society in a broad, sometimes slightly unorthodox way. While I do trade rather actively, and if I had more time, I would increase the level of my activity, I spend a lot of time looking for long-term holdings. I see trading as another asset class for my overall portfolio.
Frank Grossmann (founder and partner of logical-invest.com)
I am Swiss and living in Zurich. I studied Microtechnics at the Federal Institute of Technology in Lausanne and Business Administration at the Federal Institute of Technology in Zurich. After the studies in 1989 I founded Labocontrol AG. This company was sold to the US company Digital Now Inc. where I continued to work as a chief scientist.
Since 13 years I have my own software company Colour-Science.com which develops algorithms for digital image processing. These algorithms do things like image enhancement, red eye removal or pattern (face) detection. My passion however was always to search for pattern in financial data and then develop and back test rule based investment strategies.
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
That fellow in my icon is, of course, Galileo Galilei. Eppur si muove.
You can email me at Montana.Skeptic@gmail.com & follow me on Twitter where I am @MontanaSkeptic1
Georg Vrba is a professional engineer who has been a consulting engineer for many years. In his opinion, mathematical models provide better guidance to market direction than financial "experts." He has developed financial models for the stock market, the bond market, yield curve, gold, silver and recession prediction, most of which are updated weekly at http://imarketsignals.com/.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
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I'm a self-directed investor who shares my experience in investing. I read, learn, and apply every day.
I write about value & dividend investing from the perspective of a Canadian. I invest in individual stocks on the US stock exchanges and the Toronto Stock Exchange.
As I write, I reflect on my own actions and results, which is an amazing exercise. I encourage individual investors who enjoy writing to try it.
I appreciate the work done by SA staff & authors and love the community that engages in meaningful discussions.
My investment work is strictly non-professional. I seek to maximize value by developing data-rich, bottom-up models that forecast future company performance based on prior history. I focus on companies in the energy sector that deliver value to investors through regular distributions.
Professionally, I'm an engineer with experience in statistical process analysis.
I occasionally perform research when weighing investment decisions. I share some of this research here.
This is not personal financial advice. I don't know your individual circumstances or risk tolerance.
Also, nothing I publish is a guarantee. I cannot tell the future and so I will often be wrong. Even some of the historical analysis I conduct may contain errors.
The Value Investing Group (VIG) at the University of Southern California is a self-governing, university sanctioned student organization catering to the common interest of the investment profession and the value ideology. The group aims to create a community of high-achieving students with a passion for learning about investing. VIG prides itself in its intellectual rigor, elite membership, and industry knowledge.
Mr. Axler is Founding Partner of Spruce Point Capital Management, a long/short hedge fund. Mr. Axler is also the co-founder of Prescience Point Research Group. Mr. Axler is an activist short-seller, forensic financial researcher, and has exposed over $1.0 billion of alleged listed frauds on Nasdaq and the NYSE. Prior to founding his company in 2009, Mr. Axler spent eight years as an investment banker with Credit Suisse and Barclays Capital where he structured and executed billions of dollars of financing, derivative risk management, and M&A deals for leading Fortune 500 clients. Prior to starting Spruce Point, Mr. Axler was an Associate Director at Barclays Capital in the Diversified Industrials Group. Mr. Axler started his career with Credit Suisse in 2000, where he held roles with the Financial Strategy, Corporate Risk Management, and M&A groups.
Mr. Axler is a contributing writer to Seeking Alpha, and was profiled in the book "The Happiness Advantage: The Seven Principles of Positive Psychology That Fuel Success and Performance at Work." Mr. Axler's short research has been profiled by the National Bureau of Economic Research (NBER) in an analysis entitled "How Constraining Are Limits to Arbitrage? Evidence from a Recent Financial Innovation," and shown to produce superior investment returns. In addition, according to a research study from Sumzero analyzing 12,000 analysts recommendations since 2009, Mr. Axler is the top ranking short-seller.
Mr. Axler graduated from Yale University with a masters degree in Statistics, and received both a Bachelor of Arts degree in Statistics and a Bachelor of Science in Marketing and Business Administration from Rutgers College, where he graduated with Summa Cum Laude and Phi Beta Kappa honors.
Brad Lamensdorf, a seasoned money manager and market strategist, is the editor of The Lamensdorf Market Timing Report, a newsletter designed to help investors improve performance via market timing by assessing the environment of the stock market using a variety of technical, fundamental and sentiment-oriented tools from powerful independent research firms. Many investors mechanically enter and depart the market without a true “game plan.” Studies have shown that retail investors, in particular, are very poor market timers, tending to invest at or near market peaks and sell at or near market lows. The newsletter is designed to provide risk parameters for both professional and retail investors around the short-term stock market environment, giving subscribers better insight about when to allocate assets into or out of the equity markets.
Lamensdorf, a frequent guest commentator and analyst on major business networks including CNBC, CNN and Fox Business News, also serves as a Portfolio Manager and Principal of Ranger Alternative Management LP, a sub-advisor to the Advisor Shares Ranger Equity Bear Exchange Traded Fund (NYSE: HDGE). In this role, he conducts top-down technical evaluations of broader market liquidity, sentiment and breadth to help identify short and intermediate-term market trends, manage exposure and mitigate risk. HDGE was launched in 2011 and is the first and sole actively managed, short-only ETF in existence.
Lamensdorf, also has managed investment portfolios for the Hughes family and acted as principal of Tarpon Partners, managing a long/short fund that was up more than 150% gross over six years. Earlier in his career, he was as an equity trader/market strategist for Taylor and Company, the Bass brothers’ trading arm, co-managing a short-only strategy in a derivative format with notional exposure. He also served as the in-house market timing strategist for the entire internal and external network of Bass managers.
RH Analytics specializes in deep-dive fundamental research on companies and sectors. We focus on topics where we believe there is a disconnect between current perceptions of the investment opportunity and the underlying reality. Our work dispels the myth and illuminates the reality.
I have retired from a 35 years career in the semiconductor industry. I now have the time to do the deep research necessary for successful investing.
I freely provide investment information for friends and family.
I am a member of MENSA, which means precisely nothing except I wake up in the middle of the night doing pointless math problems in my head:)
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
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Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.
To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.
The professionals at Eight Diamonds Advisors have on average more than 20 years of experience working in the financial markets. Their backgrounds cover a broad swath of disciplines including M&A, restructuring, forensic accounting, investment management and research analysis.
Sabra Capital is a multi-strategy hedge fund that focuses on event-driven, value and special situations investments. The primary investment objective is to achieve high risk-adjusted returns by taking advantage of in-depth proprietary research while limiting volatility and downside risk through opportunistic portfolio construction and strong risk management. Voted best event-driven multi-strategy manager for 2013 by Hedgeweek.
ValueStreet Research is committed to identifying "time horizon arbitrage" investments; that is, investments where a temporary drop in earnings power is causing the market to overreact and therefore we can buy good, sustainable businesses for bargain prices.
Our time horizon for investments in generally 3-5 years. We are purposely vague in our price targets as we believe that it is impossible to value a company with complete accuracy. We generally only invest in things that we are confident are undervalued, despite not accurately knowing the fair value.
We generally invest by the principles set forth in Graham & Dodd's Security Analysis and highly suggest that any serious investor read that. However, we will also invest in companies where sustainable earnings power is a source of value for the business.
I have around a few years of investing experience, both independently and at reputable alternative investment managers. I'm a devout believer in value investing and in the inefficiency of markets.
Inefficiencies arising from liquidity issues, institutional investor constraints, and negative market sentiment are of particular interest and can create large margins of safety. I strongly believes that investment ideas that invoke an immediate sense of revulsion offer superior risk-adjusted returns; the path away from the herd is typically the path of success.
All feedback is welcome and I hope to learn from the Seeking Alpha community.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
I'm a CFA Charterholder and hold an MBA in Finance.
I spend a large amount of my free time analyzing and investing in energy companies of varying size. I'm currently covering oil and gas producers in the Permian Basin and the Eagle Ford. I try to provide quarterly coverage for several companies. I also look at oil and gas producers globally, in search of strong value plays. Anytime I find one, I write about it.
I will do my absolute best to provide quality research for you to consider in your investment decisions. However, I suggest you consult with your financial advisor prior to taking any action after reading an article, comment, private chat, or any other communication that I wrote. I urge you do your own research and draw your own conclusions prior to taking any action. My articles or comments are your starting point for your research. After you enter a trade, you are on your own to enter, exit, or take no action on the trade. I am not liable for actions you take after reading something that I wrote.
Cabeza Howe holds two M.S. degrees in engineering. He has extensive career background in science, engineering and software development. He is a self-made financial analyst and manages his own investment as a business. Focused value investing is his passion. He coined the term "two-in-one" stocks to describe stocks with both growth and value characteristics. He believes in achieving exceptional long-term return through investing in those stocks.
Through lessons learned and experience gained over the years, Cabeza believes the "two-in-one" stocks should be found mainly in large and mid caps. He views small caps as unproven and prone to perpetual decline even following days of glory. So he mostly believes trading instead of investing in small caps, with only rare exceptions.
He was born and grown up in China and used to trade and write about Chinese small caps. He now thinks Chinese small caps are in particular an area to avoid due to the well known accounting issues. The way Chinese regulators handled these accounting issues along with reported wealth of high ranking officials also convinced him that China is to an alarming degree ruled by kleptocracy. From first hand knowledge, however, Cabeza is still a big believer in Chinese consumers. He thinks the best way to benefit from it is through investing in multinationals like YUM, MCD, NKE, DIS and AAPL.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Jennifer's areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Other interests include shale oil and natural gas, climate change, green and efficient infrastructure, China, India, and the energy-water nexus.
Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Economist Intelligence Unit’s Executive Briefing, Journal of Structured Finance, Lloyd's List, D CEO, Energy Trends Insider, Financial Sense, and many others. She has been interviewed for numerous radio broadcasts and news stories, and presented her work at various conferences. From Dec 2010 to April 2013, she was the CEO/President of a global affairs organization focused on cutting edge trends. She organized and moderated panels on global gas, energy security, energy infrastructure finance, and urban development.
She has a master's degree from London School of Economics, and bachelor's in finance/marketing. She is principal of Concept Elemental, a strategic communications consultancy focusing on knowledge work, and includes over fifteen years of financial services industry work. She works with a top University, "translating" cutting edge research as well.